LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026)
LPL Financial Holdings (LPLA) posted quarterly Enterprise Value of -$1.0 billion for Q1 2026, up 16.66% year-over-year from -$878.2 million in Q1 2025, and up 1.25% on a QoQ basis from -$1.0 billion in Q4 2025.
LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026) Analysis & Trends
LPL Financial Holdings (LPLA) has reported Enterprise Value for 18 consecutive years, with -$1.0 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Enterprise Value rose 16.66% year-over-year to -$1.0 billion; the TTM figure through Mar 2026 stood at -$1.0 billion (up 16.66% YoY), while the FY2025 annual figure was -$1.0 billion, down 7.27% from the prior year.
- Enterprise Value came in at -$1.0 billion for Q1 2026 at LPL Financial Holdings, up from -$1.0 billion in the prior quarter.
- The five-year high for Enterprise Value was -$465.7 million in Q4 2023, with the low at -$4.2 billion in Q2 2025.
- Average Enterprise Value over 5 years is -$1.2 billion, with a median of -$1.0 billion recorded in 2026.
- Across the five-year window, Enterprise Value surged 53.47% in 2023 and plunged 217.34% in 2025, its largest moves.
- Year by year, Enterprise Value stood at -$847.5 million in 2022, then surged by 45.05% to -$465.7 million in 2023, then sank by 107.67% to -$967.1 million in 2024, then fell by 7.27% to -$1.0 billion in 2025, then grew by 1.25% to -$1.0 billion in 2026.
- According to Business Quant data, Enterprise Value over the past three periods registered -$1.0 billion, -$1.0 billion, and -$1.3 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | -133.53 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | -937.55 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | -44.98 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | -2.16 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | -4.64 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | -1.02 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | -1.25 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | -1.52 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | -2.21 Bn |
| 10 | Evercore | 13.30 Bn | 11.58 Bn | 1.38 Bn | -1.71 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -1.02 Bn |
| Dec 31, 2025 | -1.04 Bn |
| Sep 30, 2025 | -1.34 Bn |
| Jun 30, 2025 | -4.19 Bn |
| Mar 31, 2025 | -1.23 Bn |
| Dec 31, 2024 | -967.08 Mn |
| Sep 30, 2024 | -1.47 Bn |
| Jun 30, 2024 | -1.32 Bn |
| Mar 31, 2024 | -1.10 Bn |
| Dec 31, 2023 | -465.67 Mn |
| Sep 30, 2023 | -799.21 Mn |
| Jun 30, 2023 | -761.19 Mn |
| Mar 31, 2023 | -469.79 Mn |
| Dec 31, 2022 | -847.52 Mn |
| Sep 30, 2022 | -1.22 Bn |
| Jun 30, 2022 | -700.40 Mn |
| Mar 31, 2022 | -1.01 Bn |
| Dec 31, 2021 | -495.25 Mn |
| Sep 30, 2021 | -1.01 Bn |
| Jun 30, 2021 | -936.89 Mn |